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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2301
Axiom Investment Management
New York
$315K -$9K -148 -3%
GAM
2302
Garrison Asset Management
Arkansas
$315K -$4.32K -71 -1%
DG
2303
DMC Group
Alabama
$314K -$5.41K -89 -2%
RF
2304
Rollins Financial
Georgia
$314K – – –
JWM
2305
Jeppson Wealth Management
California
$314K +$2.31K +38 +0.8%
FOA
2306
Five Oceans Advisors
California
$314K +$15.2K +250 +5%
AWC
2307
Abundance Wealth Counselors
Pennsylvania
$314K +$308K +5,060 New
HFA
2308
High Falls Advisors
New York
$313K -$51.1K -840 -14%
NLP
2309
Next Level Private
New York
$313K -$1.46K -24 -0.5%
CIA
2310
Caerus Investment Advisors
Texas
$313K +$2.86K +47 +1%
FM
2311
Foster & Motley
Ohio
$313K +$34.8K +573 +13%
SLG
2312
Stanley-Laman Group
Pennsylvania
$310K – – –
CWM
2313
Concentric Wealth Management
California
$310K +$122 +2 +0%
TLFA
2314
True Link Financial Advisors
California
$310K +$198K +3,250 +186%
PA
2315
Probity Advisors
Texas
$309K -$82.7K -1,360 -21%
FUBT
2316
First United Bank & Trust
Maryland
$309K -$18.2K -300 -6%
RGF
2317
Retirement Guys Formula
Ohio
$309K +$29.5K +485 +11%
MAM
2318
Magellan Asset Management
Australia
$308K -$248K -4,081 -45%
NCM
2319
NCM Capital Management
New Jersey
$308K -$24.7K -406 -8%
DI
2320
Disciplined Investments
Oklahoma
$308K +$36.5K +600 +14%
SIS
2321
Sound Income Strategies
Florida
$307K +$7.54K +124 +3%
WFA
2322
WMG Financial Advisors
Tennessee
$306K +$40.7K +670 +16%
WCM
2323
WealthBridge Capital Management
Ohio
$306K +$87.1K +1,432 +41%
RDFA
2324
Ritter Daniher Financial Advisory
Ohio
$305K – – –
WI
2325
WrapManager Inc
California
$304K -$234K -3,843 -44%
91 92
93
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